Private Client Services’s Tesla TSLA Stock Holding History

Private Client Services’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$485K	Buy	1,366 +18	+1%	+$6.44K	0.13%	128
2026 Q2	$567K	Sell	1,348 -46	-3%	-$18.3K	0.15%	122
2026 Q1	$518K	Buy	1,394 +80	+6%	+$33K	0.15%	112
2025 Q4	$591K	Sell	1,314 -130	-9%	-$57.6K	0.18%	89
2025 Q3	$642K	Buy	1,444 +49	+4%	+$17K	0.21%	84
2025 Q2	$443K	Buy	1,395 +495	+55%	+$149K	0.17%	119
2025 Q1	$233K	Buy	900 +391	+77%	+$130K	0.12%	164
2024 Q4	$206K	Buy	+509	New	+$164K	0.11%	178

Other funds holding TSLA

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's TSLA Position: Q3 2026 in Review

Private Client Services increased its Tesla (TSLA) stake by 1.3% in Q3 2026, buying an estimated $6.44K and bringing the position to 1,366 shares worth $485K. The position accounts for 0.13% of the portfolio, ranked #128.

Private Client Services first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $642K in Q3 2025. 325 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Private Client Services held 1,366 shares of Tesla worth $485K as of Q3 2026.
Private Client Services bought 18 Tesla shares in Q3 2026, an estimated $6.44K.
Tesla made up 0.13% of Private Client Services's portfolio in Q3 2026, its #128 holding.
Private Client Services first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
Private Client Services's Tesla position peaked at $642K in Q3 2025.
325 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.